PWP
PEO

Private Wealth Partners’s Adams Natural Resources Fund PEO Stock Holding History

Private Wealth Partners’s Portfolio PEO Stock Details PEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-8,316
Closed -$230K – 163
2014
Q3 		$230K Buy
+8,316
New +$230K 0.05% 152